At a Glance
- Tasks: Support financial advisers with client administration and case management.
- Company: Established independent financial adviser firm in Kingsley.
- Benefits: Competitive salary, friendly environment, ongoing training, and stable career opportunities.
- Other info: Office-based role with excellent long-term career prospects.
- Why this job: Join a supportive team and make a real impact in financial services.
- Qualifications: Experience in financial services and strong organisational skills required.
An established independent financial adviser firm based in Kingsley is looking for an experienced Financial Administrator to join its friendly and supportive administration team. This is a strong opportunity for a capable Financial Administrator with previous experience in financial services, wealth management, or an IFA environment. You will provide essential support to financial advisers, helping with client administration, provider liaison, new business processing and accurate case management.
The Role
As a Financial Administrator, you will be joining a busy and professional office-based team. The role will suit someone who enjoys detail, organisation, client service and working within a regulated financial services environment. The successful Financial Administrator will play an important role in supporting advisers, maintaining accurate client records and helping cases progress efficiently from start to finish.
Key Responsibilities
- Providing administrative support to financial advisers
- Processing new business applications across pensions, investments, mortgages and protection products
- Managing client records and maintaining accurate documentation
- Using Intelligent Office, IO, to update workflows and client data
- Liaising with providers including Fidelity, Aviva and Quilter
- Processing contributions, withdrawals and fee calculations
- Preparing client review packs and documentation
- Supporting fund switches, rebalancing and risk profiling administration
- Monitoring and progressing cases through to completion
- Handling client and provider queries professionally and efficiently
- Ensuring compliance with company procedures and FCA requirements
- Supporting the wider administration team where required
Skills and Experience Required
- Previous experience within a financial adviser, IFA, or wealth management firm
- Working knowledge of Intelligent Office, IO
- Experience using provider platforms such as Fidelity, Aviva and Quilter
- Strong organisational and administrative skills
- Excellent attention to detail and accuracy
- Confident written and verbal communication skills
- Ability to prioritise workload and work effectively within a team
- Proficient in Microsoft Office applications
What's on Offer
- Salary of £30,000 - £35,000, dependent on experience
- Friendly and supportive working environment
- Opportunity to work within an experienced financial services team
- Ongoing training and development opportunities
- Stable, long-term career opportunity
- Office-based role in Kingsley, Hampshire
How to Apply
If you are an experienced Financial Administrator looking for a stable, long-term role within financial services, please apply today. Please submit your CV along with a short cover letter outlining your relevant experience and why you are suitable for the role.
Financial Administrator in Bordon employer: All The Top Bananas
My Four Wheels is an exceptional employer, offering a rewarding career as a Trainee Driving Instructor with flexible working hours and the potential to earn up to £50,000+ annually. With comprehensive training provided through our new Training Academy, employees benefit from ongoing support and resources, ensuring a fulfilling journey towards becoming a qualified instructor while enjoying the satisfaction of teaching locally in Westfield, Surrey.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Administrator in Bordon
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like All The Top Bananas. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Administrator in Bordon
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to All The Top Bananas.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on All The Top Bananas's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at All The Top Bananas
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with All The Top Bananas.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at All The Top Bananas will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former All The Top Bananas employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
